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ConocoPhillips shares owned by Optivise Advisory Services

Quarter-by-quarter ownership of ConocoPhillips (COP) shares owned by Optivise Advisory Services from 13F filings

Historical chart of Optivise Advisory Services investment in ConocoPhillips

Tip: Access up to 7 years of quarterly data

All positions including ConocoPhillips held by Optivise Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in ConocoPhillips by Optivise Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $300k 3.2k 94.59
2025-06-30 $208k 2.3k 89.74
2025-03-31 $241k 2.3k 105.01
2024-12-31 $252k 2.5k 99.18
2024-09-30 $334k 3.2k 105.29
2024-06-30 $359k 3.1k 114.39

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Northern Lts Fd Tr Iii Hcm Defnd 100 (QQH)
Northern Lts Fd Tr Iii Hcm Defen 500 (LGH)
Spdr Series Trust Bbg Conv Sec Etf (CWB)
Ishares U S Etf Tr Short Duration B (NEAR)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Victory Portfolios Ii Core Intermediat (UITB)
NVIDIA Corporation (NVDA)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Core S&p500 Etf (IVV)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Simplify Exchange Traded Fun Managed Futures (CTA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr S&p 100 Etf (OEF)

View all positions for Optivise Advisory Services

Top funds holding ConocoPhillips

Vanguard Group
BlackRock
State Street Corporation
Capital Research and Management Company - Division 3
Charles Schwab Investment Management
Jpmorgan Chase & Co
Wellington Management Company
Geode Capital Management
Massachusetts Financial Services
Eagle Capital Management
FMR
Harris Associates L.P
Morgan Stanley
Fisher Investments
Franklin Resources

View all funds holding ConocoPhillips